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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
KF
1026
Krilogy Financial
Missouri
$302K +$293K +4,143 New
SWA
1027
Sutton Wealth Advisors
Florida
$301K – – –
LA
1028
Latitude Advisors
Florida
$300K -$142 -2 -0%
AIA
1029
Armor Investment Advisors
North Carolina
$300K – – –
FPS
1030
Fieldpoint Private Securities
Connecticut
$300K – – –
CIP
1031
Convergence Investment Partners
Florida
$299K -$8.56K -121 -3%
TFS
1032
TrustCore Financial Services
Tennessee
$299K +$27.9K +394 +11%
DS
1033
DRW Securities
Illinois
$299K +$291K +4,109 New
AC
1034
Abbrea Capital
California
$297K – – –
TCM
1035
Traynor Capital Management
Pennsylvania
$297K +$71 +1 +0%
GA
1036
Geller Advisors
New York
$295K +$1.34K +19 +0.5%
IFWM
1037
Institute for Wealth Management
Colorado
$294K -$4.6K -65 -2%
AGA
1038
Accuvest Global Advisors
Utah
$294K – – –
WIC
1039
Whitegate Investment Counselors
New Hampshire
$293K – – –
PA
1040
Parkside Advisors
California
$292K – – –
EWA
1041
Encompass Wealth Advisors
Oregon
$291K – – –
WCM
1042
Wisconsin Capital Management
Wisconsin
$291K – – –
HPWM
1043
Highland Private Wealth Management
Washington
$288K +$7.71K +109 +3%
JFGIW
1044
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$286K -$708K -10,006 -72%
WP
1045
WealthSource Partners
California
$285K +$277K +3,915 New
EB
1046
Eastern Bank
Massachusetts
$283K -$30.5K -431 -10%
SMH
1047
Sanders Morris Harris
Texas
$283K – – –
ACA
1048
Affinity Capital Advisors
California
$282K -$9.55K -135 -3%
GD
1049
Grandfield & Dodd
New York
$280K – – –
GA
1050
GoalVest Advisory
New York
$280K +$19.2K +272 +8%
40 41
42
43 44